I asked Mary if NETZ had delivered audited financials to ESVS in time to meet the April 30 deadline in ESVS's March 16 8-K.
She said she could not comment on that, but that an announcement would be coming out next week.
I inferred (and continue to believe) that her statement about the announcement referred to the audited financials, which was the topic at hand. If she was referring to something different, then she did speak deceptively. Until asking her about the financials, I hadn't ever spoken directly with Mary, so she hasn't burned me before. If she has burned me on this, I'll have learned a lesson and will attend more carefully to these nuances -- or I'll just get out if I think it's too much bother to own a company with people I can't trust.
If this turns out to be bogus, you could certainly accuse me of learning a lesson at the expense of the people on this board, since I've shared information that I have not submitted to the kind of parsing you are doing. That would be unfortunate, but we are all doing our own DD here as well--. I see any post on SI as a lead that I can choose to follow up on, or not. I think most others probably see these posts the same way.
I do appreciate your vigilance and admit that I perhaps should be approaching all of this with a bit more edge. I hate to think it's true, but Andy Grove probably was right that only the paranoid survive.
Next time, I'll ask Linda Tripp if I can borrow her tape recorder! |